ANVA Academy
NEW

Expert Session: Finance and ANVA 6 for Managing General Agents

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This ANVA 6 Expert Session focuses on Finance in ANVA 6 and the package for Managing General Agents. For Managing General Agents , finance is a core process and therefore an important part of ANVA 6. We will cover two finance topics: the posting process and accounts receivable. In addition, we are organizing a parallel breakout session in which we ask you to share your thoughts on the components of ANVA 6 for Managing General Agents.

Program

Morning: Choose one of the two sessions

  1. The Posting Process
    Learn how to process more volume in ANVA 6 without duplicate entries. Justin Schlee (Chief Product Officer) walks you through the posting process and shows you how the redesigned finance module in ANVA 6 works.  
  1. The Features of ANVA 6 for Managing General Agents (Target Audience Package)
    Robbert de Haan (Product Marketing) will walk you through the features of ANVA 6 for proxy firms. You’ll indicate what’s essential in the package, what’s less important, and what’s missing. And what makes ANVA 6 most valuable for your organization. This session is for those in your organization who are involved in the decision-making process regarding the (commercial) choice of ANVA 6.

Afternoon

  • Accounts Receivable
    This afternoon, we’ll continue with finance. Justin will focus on accounts receivable management. You’ll learn how to monitor outstanding items and how to match payments to the correct entries with less manual effort.

For whom.

This ANVA 6 Expert Session is specifically for Managing General Agents. Each organization may send up to two colleagues. Ideally, bring someone who works with finance on a daily basis and someone who is involved in the decision to adopt ANVA 6. That way, your organization will be represented in both morning sessions.

Why participate?

ANVA 6 will go live in 2027 for Managing General Agents, so now is the time to share your input. You know what a power of attorney requires. Help us tailor ANVA 6 accordingly, so that it will best suit your organization.

Practical Information

Date: November 26

Time: 10 :00 a.m. – 3:00 p.m.

Location: ANVA Amersfoort

Registration: When you register, please indicate which morning session you've chosen.

There are a limited number of spots available; once they're gone, they're gone.

About the ANVA 6 Expert Sessions

In the ANVA 6 Expert Sessions, we talk with our partners about the development of ANVA 6. Together, we assess whether our decisions align with your day-to-day practice. We’d love to incorporate your advice and experience into our development plans. After all, you know the field best. That’s why we’re not building ANVA 6 on our own—we’re building it together with you.

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Program

09:30

Receipt

12:00

Lunch

15:00

End of expert session

15:30

Podcast

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